You are invited to join Vanguard and CFA Society Phoenix for a conversation about an economy at a crossroads and the opportunities it presents for fixed income investors. After enduring a historic rate hiking cycle, the fixed income landscape offers attractive expected returns for professional investors to consider. Andrew Patterson, Senior Economist, and Dan Larkin, Senior Fixed Income Specialist, will share Vanguard’s thoughts on how to best unlock value in bonds during this unique time.
Location: Paradise Valley Country Club website
7101 N Tatum Blvd, Paradise Valley
Date: Wednesday, September 20, 2023
Time: 12pm to 1pm
Cost: Free for Members and Candidates (includes lunch)
Speakers:
Andrew J. Patterson, CFA, is a senior international economist in Vanguard’s Investment Strategy Group, where he leads the team charged with developing and communicating Vanguard’s economic and market outlook. He has co-authored research on a number of topics, including the global economy, fixed income, asset allocation, and broader economic and financial market trends while also providing support for various investment management initiatives, including the Vanguard Capital Markets Model®.
Mr. Patterson joined Vanguard in 2002. He earned a B.S. in finance with a minor in economics from The Pennsylvania State University and an M.B.A. from Villanova University. He is a CFA® charterholder.
Dan Larkin, CFA, is a Senior Fixed Income Specialist in Vanguard’s Product Management Division. Mr. Larkin works closely alongside Vanguard’s fixed income portfolio managers and is responsible for supporting the active fixed income product lineup. His responsibilities include meeting with clients to share current investment positioning and views, monitoring each fund’s positioning and performance in the markets, and driving product improvements.
Prior to joining Vanguard in 2016, Dan worked as a fixed income portfolio analyst at Barclays Capital and prior to that was a mortgage-backed securities analyst at Standard & Poor’s. Most recently he was the Director of Fixed Income for Nationwide Financial’s Manager Research Team and was charged with the oversight and manager search efforts for all of Nationwide’s sub-advised fixed income mutual fund strategies. Dan is a CFA charterholder.